Leigh Baldwin

At Northeast Financial Group, Inc., we understand that your financial goals are unique to you, and achieving them requires careful goal-setting, diligent planning, and ongoing monitoring of your investment decisions. As an independent fiduciary partner, we embrace the responsibility of developing financial solutions tailored to your unique needs.

Our History

Founded in 1987, Northeast Financial Group, Inc. (NEFG) is an independent Registered Investment Advisory firm. NEFG maintains a commitment to providing comprehensive fiduciary and investment services for our clients. Our philosophy is built on a holistic approach to wealth management, which we believe results in a better understanding of your goals and the steps needed to achieve them.

Our Commitment

We are committed to putting your interests above our own, and acting in your best interests at all times. We ensure that our advice is based on thorough and accurate analysis, and follow an effective due diligence process in reviewing potential investments. We provide full disclosure of all relevant information to you, and never mislead clients.

Our Difference

Our proactive approach to client service is a large component of our methodology. We develop personable relationships with our clients that build trust and mutual respect. Our team understands the value of time. We only offer financial products that are best suited for our client's interests, which eliminates conflict of interest and ensures the highest fiduciary standards. Our success is aligned with the success of our client's portfolios.

Financial Services

We offer a range of financial services tailored to meet the unique needs of our clients. Our services include financial planning, investment management, and retirement planning for organizations and individuals. Our financial wellness program is designed to help individuals achieve their financial goals through careful goal-setting, diligent planning, and ongoing monitoring of their investment decisions.

Why Choose Us

We believe that finding the right financial services firm to guide your investments through market changes can be daunting. Many of our clients arrive at our firm after being forgotten by large institutional investment firms. Our difference is simply broken down into three areas: client service, open architecture, and alternate income funds & investing. We coordinate investments to define and create a unique strategy that works toward your financial goals.

Firm Facts

• $840 mm Assets Under Management
• 1987 Year Founded
• 100+ Employer Sponsored Plans
• 8000+ Households Serviced
• 25+ years Avg. Experience of Senior Leadership